Taurus Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
383 cr
TER direct / regular
1.38% / 2.76%
CAGR (full)
13.1%
Sharpe (full)
0.52
Sharpe (bull ≤Sep-24)
3.32
Sharpe (sideways Oct-24→)
-0.49
Max drawdown
-19.5%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
20.7%
-0.4%
1.16
12
FY23
-4.9%
-8.2%
-0.76
12
FY24
49.0%
2.7%
3.17
12
FY25
3.6%
-3.4%
-0.05
12
FY26
-3.6%
-2.4%
-0.67
12
FY27*
14.2%
-4.1%
1.75
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-7.0
-1.6
+4.0
+0.0
-0.4
+2.5
-2.0
+5.7
+6.9
+1.3
+4.6
+13.9
2014
-1.9
+4.8
+3.7
-0.7
+7.6
+8.5
+1.2
+5.6
+5.1
+0.5
+3.3
-0.5
+43.4
2015
+6.9
+3.6
-0.8
-5.3
+4.2
-1.7
+3.5
-3.4
-0.6
+0.4
-3.0
+0.5
+3.7
2016
-5.5
-7.5
+7.9
+2.9
+1.9
+2.2
+3.8
+2.8
-0.8
+1.2
-6.2
-2.5
-1.1
2017
+2.8
+3.2
+3.0
+2.2
+1.3
-0.7
+3.7
-1.0
+1.2
+5.9
+2.1
+4.9
+32.1
2018
-0.5
-0.8
-3.2
+7.9
-3.7
-0.4
+5.6
+5.2
-7.5
-3.5
+1.6
+0.3
-0.3
2019
-0.2
-1.6
+4.6
+0.5
-0.4
-0.2
-5.6
+2.4
+4.9
+3.8
-2.7
-0.0
+5.2
2020
+5.1
-2.6
-17.0
+12.3
-0.3
+4.5
+7.6
+2.0
+4.8
+0.9
+5.8
+6.3
+29.7
2021
-0.7
+2.7
+4.0
+1.0
+6.1
+4.8
+2.6
+3.0
+3.0
-0.8
-1.5
+2.5
+30.1
2022
-3.0
-4.1
+5.9
-0.6
-4.7
-4.3
+7.6
+4.7
-0.8
+3.1
+0.6
-4.7
-1.3
2023
-2.9
-1.8
-0.5
+2.1
+4.6
+5.4
+5.2
+2.9
+2.1
-3.3
+6.4
+6.9
+30.0
2024
+6.5
+3.7
-1.5
+1.8
+1.7
+5.9
+7.8
+1.6
+0.8
-6.9
+0.7
-2.3
+20.8
2025
-2.3
-10.0
+6.1
+0.7
+3.8
+4.1
-3.4
-0.9
-0.5
+4.2
+1.2
-0.2
+1.7
2026
-3.1
+0.5
-9.2
+9.4
+0.3
-1.0
+5.6
-0.3
+1.0
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard